A complete list of active advisors currently associated with Stone Wealth Partners LLC
Warmer can help you find a great advisor at Stone Wealth Partners LLC or one who fits your needs even better.
Stone Wealth Partners LLC serves individuals — including high net worth clients — as well as pension and retirement plan sponsors, managing roughly $143 million for about 375 clients through a team of six advisors. Its services include discretionary and non‑discretionary portfolio management, financial planning and consulting, and pension/401(k) consulting and participant enrollment support. The firm builds customized portfolios and also offers firm‑developed model portfolios, investing primarily in equities, mutual funds, ETFs and select alternative instruments, and it monitors and rebalances accounts on an ongoing basis. Financial planning and consulting engagements produce written plans or advice, and accounts are reviewed periodically with additional reviews triggered by life events or market developments. Noteworthy for a team firm, Stone Wealth Partners is licensed as an insurance agency and its advisors may sell commission‑based and fee‑based insurance products (which the brochure discloses as a potential conflict and notes may be included in AUM). The firm also regularly provides educational seminars and participant education for retirement plan clients at no charge, a service offering that is less common among peers.
To learn more about the advisors currently working at Stone Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, LA
| 8
| |
Lafayette, LA
| 17
| |
Lafayette, LA
| 3
| |
Lafayette, LA
| 15
| |
Lafayette, LA
| 7
| |
Lafayette, LA
| 1
| |
Lafayette, LA
| 13
|
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